Required Qualifications (as evidenced by an attached resume):
Bachelor's degree (foreign equivalent or higher) in Accounting, Financial Analysis, Finance, or a related financial/analytical discipline. Three (3) years of full-time professional experience in financial analysis, budgeting, or related roles. Functional knowledge of and related work experience with databases. Experience with Microsoft Office Suite, including Microsoft Excel.

Preferred Qualifications:
Advanced degree (foreign equivalent or higher) in Accounting, Financial Analysis, Finance, or a related financial/analytical discipline. Experience with Oracle and Power BI, Tableau or other financial modeling software. Experience using macros and other automation tools. Experience with data mining (querying, reporting, etc.).

Brief Description of Duties:
The Senior Analyst is responsible for performing specialized analytical duties in the Office of the Provost using multiple reporting tools including SUNY BI, Tableau, OBIEE, and Microsoft Excel. This is a dynamic role that will provide the candidate the opportunity to gain an understanding of all facets of higher education and state university finances and budgeting. It is a critical role supporting the reporting and strategic planning efforts at Stony Brook and provides Provost leadership with crucial decision support. The successful candidate must be a highly motivated, detail-oriented, investigative thinker with a strong commitment to customer service. The incumbent will possess superior communication skills, work well in a team environment, and have the ability to quickly adapt to changing priorities all while maintaining confidentiality and discretion. The Senior Analyst will provide financial insights, reporting, and analysis of financial data and performance measures, monitor key financial and operating metrics, and assist in long-range strategic planning. The incumbent will be responsible for performing specialized analytical duties in the Office of the Provost and will include generating and executing reports as well as partnering with programmers to create canned reports and dashboards for the campus' financial leaders. The incumbent will be expected to collect, analyze, and develop data relative to the Provost VP area, make informed recommendations, and assist in the implementation of financial projects and systems.

For success, the Senior Analyst must have excellent analytical skills that will assist in the identification of key issues and use of inductive reasoning in complex situations. The selected candidate should possess excellent communication skills with the ability to present financial information clearly to diverse audiences. They should also have strong attention to detail and accuracy in data analysis and reporting as well as the ability to work independently and collaboratively in a fast-paced environment. The Senior Analyst will need to ensure that the New Economic Framework (NEF) aligns with the organization's financial strategy and enhances forecasting accuracy, improves financial decision-making, and reduces the time and complexity involved in the budgeting process.

Duties:

Financial Reporting & Analysis:

• Organize, analyze, and compile financial data to create reports and dashboards that provide actionable information to campus financial leaders and managers.

• Understand implications of the financial data and offer knowledgeable recommendations based on data analytics performed.

• Accurately analyze and collect data to produce budget metrics and key performance indicators (KPI) for senior leadership.

• Understand implications of the financial data and offer well-informed recommendations based on data analytics performed.

• Effectively evaluate and understand the financial reporting requirements produced for SUNY and subsequently translate the data into internal management reporting needs.

• Partner with programmers to design and institutionalize accurate forecasting and financial planning tools; this includes modeling new algorithms, creating functional specifications, and testing and/or validating new financial planning tools.

• Collaborate with other members of the Office of the Provost Budget team and other university departments to gather relevant data and provide financial insights.

• This position is multi-faceted and responsible for validating quarterly forecasts, consolidating financial reporting and updating existing business processes/rules to align to the campus' financial strategy.

• The position will also support the Enterprise Data Management (EDM) application, driving the alignment of Chart of Accounts (COA) and reporting across the various functional platforms as it relates to budgeting & multi-year financial planning.

• Support data governance applicable to EDM for financial planning.

• Manage the cash flow discrepancies resulting from the campus economic model and assist in the yearly evaluation of the economic model to assess its efficacy.

• Contribute to the reconciliation of the Provost's area budget submission to the internal budget planning model and its strategic goals.

Stakeholder Support:

• Provide functional support for the development and implementation of the following new initiatives: New Economic Framework, Chart of Accounts and Financial Planning module; this includes participating with the creation of functional specifications and modeling functionalities.

• Create and maintain the quarterly and annual financial plans to be used for historical and out-year planning.

• Work closely with different units to gather information, understand their budget needs, and ensure alignment with organizational goals.

• Support the implementation of the new budget model, ensuring that the transition is smooth, and any issues are addressed quickly (troubleshooting).

• Conduct testing and simulations of the new budget model to ensure its functionality and effectiveness before full rollout.

• Train and support unit heads or other staff members on the new budget model and any software/tools being used.

Ad-Hoc Modeling & Reporting:

• Create ad-hoc modeling reports for potential new campus initiatives, strategic investments, or dissolvements within the Provost VP area.

• Utilize knowledge of state reporting systems and business financial knowledge while using data mining and reporting techniques to deliver actionable reports.

• Utilize strong knowledge of concepts such as data integrity, data relationships (primary key relationships, one-to-one, one-to-many, etc.) to create logical database/reporting designs while paying tremendous attention to details to guarantee data integrity and validation.

• Build reporting systems for one-off or long-term use.

Other duties or projects as assigned as appropriate to rank and departmental mission.

Special Notes:
This is a full-time appointment. FLSA Exempt position, not eligible for the overtime provisions of the FLSA. Minimum salary threshold must be met to maintain FLSA exemption.

In addition to the employee's base salary, this position is eligible for $3,400 UUP annual location pay, paid biweekly.

For this position, we are unable to sponsor candidates for work visas.

Resume/CV and cover letter should be included with the online application.

Stony Brook University is committed to excellence in diversity and the creation of an inclusive learning, and working environment. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, pregnancy, familial status, sexual orientation, gender identity or expression, age, disability, genetic information, veteran status and all other protected classes under federal or state laws.

If you need a disability-related accommodation, please call the university Office of Equity and Access (OEA) at (631) 632-6280 or visit OEA.

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